In 2015 Intel acquired Altera for $16.7B changing one of the most heated rivalries (Xilinx vs Altera) the fabless semiconductor ecosystem has ever seen. Prior to the acquisition the FPGA market was fairly evenly split between Xilinx and Altera with Lattice and Actel playing to market niches in the shadows. There were also two FPGA… Read More
You may already have heard today’s big news in the semiconductor fabless ecosystem that Intel is apparently in talks to buy Altera. I embarrassed myself predicting that Samsung were in talks to buy Freescale (which, of course, they might have been but NXP won that particular race). But this time it is definite enough that … Read More
I heard a rumor at lunchtime that Tabula was closing its doors. A friend of mine talked to a couple of employees and it is true. They have to be given 2 months notice apparently so the doors don’t actually close until March 24th. I thought they had raised $150M but Wikipedia (not always reliable of course) says $215M. They were … Read More
This has been a heated topic since Intel announced that it would open its manufacturing facilities to the fabless ecosystem more than a year ago. I for one think it is a colossal mistake and I’m not surprised that many others share this view. IDM’s offering of excess manufacturing capacity to semiconductor design companies… Read More
If you want to know why I have written so much about TSMC in the past five years here it is: TSMC executives are approachable, personable, answer questions straight on, and have yet to lead me astray. If you want an example of this read the Chairman’s comments on the TSMC Q1 2013 earnings call transcript.
“On 16-nanometer FinFET, we … Read More
From the transistor to the integrated circuit to the ASIC, next comes programmable logic devices on the road to the mainstream fabless semiconductor industry. PLDS started in the early 1970’s from the likes of Motorola, Texas Instruments, and IBM but it wasn’t until Xilinx brought us the field programmable gate array (FPGA)… Read More
Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…
First up was… Read More
For the 20[SUP]th[/SUP] anniversary of IP-SoC, we had about ten presentations, most being really interesting; the conference has provided globally a very good level of information, speakers coming from various places like China, Belarus, The University of Aizu (Japan), University of Sao Paulo (Brazil), Silesian and Warsaw… Read More
The recent announcement from Tabula about the $108 million raised in its Series D round of funding is putting the focus on FPGA technology, and FPGA startups in particular. Who are these FPGA startups, what is their differentiation, where is the innovation, in the product or the business model?
When you say FPGA, you first think:… Read More